How to Become an Insurance Advisor — Step by Step
From your first enquiry to advising your first client, here is exactly what happens at each stage of the Sukhi Secure Solutions recruitment and training journey.
Six Steps From Enquiry to Advisor
Each step is designed to be transparent and supported — you'll always know what comes next and who to contact if you have questions.
Submit Your Interest
Day 1 · 5 minutesFill out the lead form on our website or book a free consultation call. Tell us your background, your location in Karnataka, and whether you're looking for full-time, part-time, or work-from-home flexibility.
- No documents needed at this stage
- Just your name, phone number, and city
Profile Screening & Orientation Call
Day 2–3 · 20–30 min callOur recruitment team calls you to understand your goals, explain how insurance advisory works, confirm basic IRDAI eligibility (age and education), and answer any questions about the earning structure and time commitment.
- Confirm you are 18+ years old
- Confirm minimum Class 10 education
- Discuss preferred insurer & product focus
Complete IRDAI Pre-Licensing Training
Week 1–2 · ~50 hoursYou'll complete the mandatory IRDAI pre-licensing training, covering insurance fundamentals, regulations, ethics, and product categories (life, health, and general insurance). Training is available online and in select in-person batches across Karnataka.
- PAN card and Aadhaar card
- Passport-size photograph
- Proof of educational qualification
Appear for the IRDAI Licensing Exam
Week 2–3 · Half-day examOnce training is complete, you'll appear for the IRDAI licensing examination. Our trainers run mock tests and revision sessions beforehand so you go in prepared and confident.
- Mock test access included
- Doubt-clearing sessions with mentors
Insurer Onboarding & Documentation
Week 3–4Once you pass, we facilitate your formal appointment with a partner insurer, complete the agency-code documentation, and set you up on the insurer's digital portal for proposals and policy servicing.
- Bank account details for commission payouts
- Cancelled cheque / passbook copy
- Digital KYC completion
Start Advising Clients
OngoingYou're now a licensed insurance advisor. Begin serving clients across Karnataka with continued support — a dedicated mentor, refresher training, lead-generation guidance, and WhatsApp/call support for any questions.
- Matched with a dedicated mentor
- Ongoing product & compliance refreshers
Earning Opportunity Disclaimer
Insurance advisory is a commission-based opportunity. There is no guaranteed, fixed, or minimum income. Your earnings depend on the number and value of policies you sell, product mix, and client persistency. Sukhi Secure Solutions does not promise or guarantee any specific earnings, and past performance is not indicative of future results. Insurance is a subject matter of solicitation.
Eligibility & Documents Checklist
Here's everything you need to know and gather before starting your application.
✔️ Eligibility Requirements
- Minimum age of 18 years, as per IRDAI norms
- Minimum education: Class 10 (matriculation) or equivalent
- Residing in Karnataka, or willing to serve clients here
- Willingness to complete IRDAI-mandated training and exam
- No prior insurance experience required
📄 Documents You'll Need
- PAN card
- Aadhaar card
- Passport-size photograph
- Proof of educational qualification
- Bank account details (cancelled cheque / passbook)
How It Works — FAQs
Questions specific to the recruitment and licensing process.
Ready to take the first step?
Submit your details and our recruitment team will call you within 24 hours to walk you through the process personally.
Or call +91 99000 00000